skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you comment on their recent acquisition of California Closets and how quickly this will be accretive to earnings? The market seems to like the purchase but this continues to be a very expensive stock on a PE basis. I show 63X trailing earnings. Is there some other metric I should be using for this stock?
Read Answer Asked by kelly on March 22, 2017
Q: Nice calls on these two...I bot them last week with your research and have now covered my next 10 years worth of subscriptions..Thank you very much..learning more and more with your coverage..
Read Answer Asked by adam on February 21, 2017
Q: Greetings: since your January report on FSV the company has posted quarterly and full year 2016. The stock responded well. Can you comment on your prior concerns about valuation? They raised dividend, so I assume they are confident in the future. I have owned it since before the spinoff and am up over 100%. My position is still less than 5% because I sold Colliers, which was half of my original position, but I am even more concerned about valuation now since the rise in share price. Should I be? Just wondering if it is time to move on, but reluctant to sell winner. Thanks
Read Answer Asked by Gordon on February 14, 2017
Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.
Read Answer Asked by andrew on January 27, 2017
Q: I own all three and would like to increase my weightings up to a maximum 3-5% position in each name. What do you guys think of these names currently? Will the recent news about tempur-pedic affect sleep country much?
Good job on bnn Ryan.
Read Answer Asked by Marie on October 03, 2016
Q: Gentlemen

I am looking for a company to fill out my Real Estate space in my portfolio. Which of the above do you favour?

I am a conservative investor and with a good quality company be willing to hold for the long term.

Thanks
Read Answer Asked by Peter on August 08, 2016
Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL
Read Answer Asked by Dennis on July 18, 2016
Q: I've decided to sell DH as other than the dividend I don't think it now has the management or leading edge technology to compete in the US anymore. They had a good business for many years but have not kept pace. Looking for a replacement in a RIF which includes MIC, IPL, EIF, KXS, ESL, KEY & WSP. Your recommendations. Thank you.
Read Answer Asked by Robert on July 07, 2016
Q: I have trimmed my real estate holdings to 10% of my stock portfolio with 5% in each CIG and FSV. However, I am wondering if I should be taking into account my commercial & residential real estate outside of my stock portfolio? They do generate monthly income and I don't want to sell the properties. Perhaps I should not hold any real estate in my stock portfolio?
Read Answer Asked by stephen on June 30, 2016
Q: I am resubmitting this question as apparently the symbols did not show up with my first question. Can you please comment on these stocks as to suitability for a GROWTH portfolio and if you have any concerns over any of these. Are there any substitutions you would make to this list? Thank you.
Read Answer Asked by Alan on June 24, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!